AMERIFLEX GROUP, INC.
Filing Date
Global Rank
#5,108
/ 8,586
▲ 196
Top Industry
Semiconductors
13.8%
3Y Alpha vs SPY
+0.9%
Period ended 3 months ago
Filed May 15, 2026 · 32d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+27.2%
SPY
+25.8%
Annualised alpha
+1.0%
Max drawdown
−18.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
685 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.1%
−0.6 pts
Top 5
26.1%
−1.1 pts
Top 10
37.0%
−0.7 pts
HHI
256
Diversified−13
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.6% | $43,235,628 |
| Financial Services | 11.2% | $14,873,795 |
| Industrials | 9.6% | $12,681,057 |
| Consumer Defensive | 9.5% | $12,605,247 |
| Healthcare | 7.2% | $9,593,992 |
| Communication Services | 6.4% | $8,517,001 |
| Energy | 6.4% | $8,452,252 |
| Consumer Cyclical | 6.0% | $7,996,770 |
| Unclassified | 5.5% | $7,354,165 |
| Utilities | 2.0% | $2,635,542 |
| Basic Materials | 1.8% | $2,412,665 |
| Real Estate | 1.8% | $2,373,554 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PDI | PIMCO Dynamic Income Fund | +10,239 | 33,712 | $576,812 | |
| IBIT | iShares Bitcoin Trust ETF | +7,949 | 10,662 | $409,634 | |
| THW | abrdn World Healthcare Fund | +6,700 | 10,850 | $126,619 | |
| PG | PROCTER & GAMBLE Co | +3,443 | 19,507 | $2,817,591 | |
| NVDA | Nvidia Corp | +3,241 | 60,875 | $10,616,600 | |
| NFLX | Netflix Inc | +3,195 | 13,960 | $1,342,254 | |
| ETHA | iShares Ethereum Trust ETF | +2,815 | 3,826 | $60,565 | |
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | +2,400 | 10,800 | $231,228 | |
| BMY | Bristol Myers Squibb Co | +1,751 | 11,989 | $727,132 | |
| SLB | Slb Limited/Nv | +1,518 | 1,521 | $78,164 | |
| DX | Dynex Capital Inc | +1,500 | 10,400 | $132,704 | |
| AAPL | Apple Inc. | +1,437 | 52,768 | $13,391,990 | |
| MSFT | Microsoft Corp | +1,428 | 9,529 | $3,527,349 | |
| AMZN | Amazon Com Inc | +1,320 | 18,185 | $3,787,389 | |
| SMR | NUSCALE POWER Corp | +1,151 | 3,301 | $35,782 | |
| VICI | Vici Properties Inc. | +1,083 | 3,281 | $89,636 | |
| SPY | Spdr S&P 500 ETF Trust | +1,061 | 4,551 | $2,959,697 | |
| IBM | International Business Machines Corp | +1,051 | 3,837 | $930,049 | |
| NLY | Annaly Capital Management Inc | +914 | 6,187 | $130,855 | |
| PFE | Pfizer Inc | +889 | 12,751 | $358,048 | |
| USA | Liberty All Star Equity Fund | +858 | 15,677 | $87,007 | |
| BPRE | Bluerock Private Real Estate Fund | +826 | 23,871 | $396,497 | |
| HRL | Hormel Foods Corp /De/ | +825 | 1,785 | $40,430 | |
| DAL | Delta Air Lines, Inc. | +771 | 10,608 | $705,219 | |
| AMD | Advanced Micro Devices Inc | +733 | 7,502 | $1,526,131 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| F | Ford Motor Co | −6,675 | 8,488 | $97,951 | |
| OBDC | Blue Owl Capital Corp | −4,096 | 32,892 | $363,785 | |
| DOC | Healthpeak Properties, Inc. | −4,021 | 1,545 | $25,384 | |
| ET | Energy Transfer LP | −3,966 | 3,112 | $60,061 | |
| FSCO | FS Credit Opportunities Corp. | −3,230 | 8,330 | $42,483 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | −2,348 | 6,668 | $50,276 | |
| VZ | Verizon Communications Inc | −2,158 | 14,169 | $711,283 | |
| UTG | Reaves Utility Income Fund | −2,009 | 1,864 | $73,217 | |
| MO | Altria Group, Inc. | −1,753 | 8,928 | $589,158 | |
| D | Dominion Energy, Inc | −1,303 | 398 | $24,604 | |
| PECO | Phillips Edison & Company, Inc. | −1,215 | 17,957 | $671,950 | |
| ES | Eversource Energy | −1,148 | 204 | $14,133 | |
| FCX | Freeport-Mcmoran Inc | −1,122 | 5,549 | $326,170 | |
| SILA | Sila Realty Trust, Inc. | −952 | 8,170 | $193,465 | |
| SLV | iShares Silver Trust | −918 | 450 | $30,663 | |
| SON | Sonoco Products Co | −888 | 751 | $40,621 | |
| AAL | American Airlines Group Inc. | −863 | 1,517 | $16,292 | |
| SMCI | Super Micro Computer, Inc. | −837 | 4 | $91 | |
| ANET | Arista Networks, Inc. | −778 | 344 | $42,236 | |
| BEN | Franklin Resources Inc | −762 | 413 | $9,755 | |
| KHC | Kraft Heinz Co | −762 | 1,097 | $24,671 | |
| CVX | Chevron Corp | −704 | 14,582 | $3,017,015 | |
| HOOD | Robinhood Markets, Inc. | −700 | 363 | $25,155 | |
| TECK | Teck Resources Ltd | −664 | 55 | $2,846 | |
| GIS | General Mills Inc | −663 | 2,515 | $93,608 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 1,884 | $371,562 | |
| BXSL | Blackstone Secured Lending Fund | 6,231 | $147,612 | |
| FE | Firstenergy Corp | 1,590 | $80,549 | |
| ASTS | AST SpaceMobile, Inc. | 872 | $72,262 | |
| CHY | Calamos Convertible & High Income Fund | 4,300 | $46,827 | |
| GNRC | Generac Holdings Inc. | 220 | $42,972 | |
| GLTR | abrdn Precious Metals Basket ETF Trust | 177 | $38,713 | |
| BLD | TopBuild Corp | 100 | $35,130 | |
| NPK | National Presto Industries Inc | 200 | $27,412 | |
| EDF | Virtus Stone Harbor Emerging Markets Income Fund | 5,500 | $26,290 | |
| ONDS | Ondas Inc. | 2,798 | $25,293 | |
| SJM | J M SMUCKER Co | 226 | $21,795 | |
| DJT | Trump Media & Technology Group Corp. | 2,302 | $21,362 | |
| LAD | Lithia Motors Inc | 54 | $13,484 | |
| FLR | Fluor Corp | 215 | $10,029 | |
| SM | SM Energy Co | 305 | $9,509 | |
| GLDM | World Gold Trust | 100 | $9,269 | |
| SIVR | abrdn Silver ETF Trust | 100 | $7,161 | |
| VSNT | Versant Media Group, Inc. | 135 | $4,997 | |
| POET | Poet Technologies Inc. | 800 | $4,752 | |
| BAR | GraniteShares Gold Trust | 100 | $4,613 | |
| OUNZ | VanEck Merk Gold ETF | 100 | $4,505 | |
| WAT | Waters Corp /De/ | 13 | $3,871 | |
| TREX | Trex Co Inc | 100 | $3,642 | |
| DXYZ | Destiny Tech100 Inc. | 100 | $2,678 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVAV | AeroVironment Inc | 450 | $108,850 | |
| INVH | Invitation Homes Inc. | 2,500 | $69,475 | |
| ABBNY | Abb Ltd | 844 | $64,582 | |
| APLD | Applied Digital Corp. | 1,000 | $24,520 | |
| NNN | Nnn REIT, Inc. | 573 | $22,707 | |
| CBOE | Cboe Global Markets, Inc. | 77 | $19,327 | |
| ICLR | Icon PLC | 94 | $17,128 | |
| WWD | Woodward, Inc. | 52 | $15,720 | |
| MOG-A | Moog Inc. | 60 | $14,613 | |
| EA | Electronic Arts Inc. | 69 | $14,098 | |
| AROC | Archrock, Inc. | 504 | $13,114 | |
| GATX | Gatx Corp | 77 | $13,059 | |
| WHR | Whirlpool Corp /De/ | 166 | $11,975 | |
| RGA | Reinsurance Group Of America Inc | 49 | $9,969 | |
| TDY | Teledyne Technologies Inc | 18 | $9,193 | |
| MPWR | Monolithic Power Systems Inc | 10 | $9,063 | |
| HPQ | Hp Inc | 399 | $8,889 | |
| CF | CF Industries Holdings, Inc. | 112 | $8,662 | |
| VMI | Valmont Industries Inc | 19 | $7,644 | |
| FORM | Formfactor Inc | 131 | $7,307 | |
| ROOT | Root, Inc. | 100 | $7,223 | |
| MIDD | MIDDLEBY Corp | 48 | $7,136 | |
| WBS | Webster Financial Corp | 111 | $6,986 | |
| FCFS | FirstCash Holdings, Inc. | 43 | $6,853 | |
| CRL | Charles River Laboratories International, Inc. | 34 | $6,782 | |
| No positions match the current search. | ||||
98 positions ·
$43,235,628 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 98 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 52,768 | $13,391,990 | 30.97% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 60,875 | $10,616,600 | 24.56% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 9,529 | $3,527,349 | 8.16% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 8,556 | $2,648,167 | 6.12% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 7,502 | $1,526,131 | 3.53% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 3,389 | $1,158,326 | 2.68% | |
| IDCC |
InterDigital, Inc.
Technology
|
Added | 3,340 | $1,008,680 | 2.33% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,837 | $930,049 | 2.15% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,275 | $768,835 | 1.78% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 3,050 | $651,663 | 1.51% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 8,132 | $630,961 | 1.46% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,829 | $613,865 | 1.42% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 2,443 | $456,034 | 1.05% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,301 | $439,529 | 1.02% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 3,189 | $410,679 | 0.95% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,777 | $408,524 | 0.94% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 2,618 | $382,961 | 0.89% | |
| INTC |
Intel Corp
Technology
|
Reduced | 8,482 | $374,310 | 0.87% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 1,851 | $359,353 | 0.83% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 2,501 | $340,060 | 0.79% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 232 | $306,432 | 0.71% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 452 | $176,465 | 0.41% | |
| WDC |
Western Digital Corp
Technology
|
Added | 582 | $157,425 | 0.36% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 350 | $151,889 | 0.35% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 851 | $139,674 | 0.32% | |
| QBTS |
D-Wave Quantum Inc.
Technology
|
Held | 8,000 | $115,440 | 0.27% | |
| ACLS |
Axcelis Technologies Inc
Technology
|
Held | 1,180 | $109,834 | 0.25% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 425 | $103,309 | 0.24% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 68 | $100,123 | 0.23% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 574 | $86,570 | 0.20% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
NEW | 872 | $72,262 | 0.17% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Held | 604 | $69,689 | 0.16% | |
| TRMB |
Trimble Inc.
Technology
|
Added | 1,064 | $69,404 | 0.16% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Added | 1,028 | $63,067 | 0.15% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Held | 213 | $59,186 | 0.14% | |
| BSY |
Bentley Systems Inc
Technology
|
Added | 1,619 | $56,859 | 0.13% | |
| SNPS |
Synopsys Inc
Technology
|
Added | 136 | $53,921 | 0.12% | |
| INTU |
Intuit Inc.
Technology
|
Added | 103 | $44,535 | 0.10% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 363 | $43,059 | 0.10% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 344 | $42,236 | 0.10% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 206 | $41,855 | 0.10% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Reduced | 200 | $39,372 | 0.09% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 98 | $38,392 | 0.09% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 503 | $36,180 | 0.08% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Reduced | 1,455 | $34,643 | 0.08% | |
| IONQ |
IonQ, Inc.
Technology
|
Added | 1,154 | $33,269 | 0.08% | |
| SNDK |
Sandisk Corp
Technology
|
Held | 52 | $33,037 | 0.08% | |
| ERIC |
Ericsson Lm Telephone Co
Technology
|
Held | 2,651 | $29,876 | 0.07% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 245 | $25,614 | 0.06% | |
| ONDS |
Ondas Inc.
Technology
|
NEW | 2,798 | $25,293 | 0.06% |